+73.6%
VTI vs EQT
+197.4%
-123.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | -2.0% | -1.2% | -0.8% | -1.9% |
| 30D | -1.9% | +1.1% | -3.0% | -2.1% |
| 3M | +4.5% | +4.8% | -0.2% | +3.6% |
| 6M | +12.6% | -10.6% | +23.2% | +14.1% |
| YTD | +12.0% | +3.4% | +8.6% | +10.8% |
| 1Y | +17.3% | +8.7% | +8.7% | +14.9% |
| 3Y | +75.3% | +35.0% | +40.4% | +63.5% |
| All | +73.6% | +197.4% | -123.7% | +46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded EQT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling